EMG Blog

Creating a Comprehensive Facility Capital Improvement Plan (CIP)

Set a Clear Path Forward with a Facility Condition Assessment (FCA)

Assembling your Capital Plan, sometimes referred to as a Capital Improvement Plan (CIP), is an essential roadmap for Facility Managers to effectively predict and budget for required building repairs and component replacement over a fixed time. The process begins with these three steps:

We recommend that a third-party perform a Facility Condition Assessment (FCA) every five years to identify code issues, deferred maintenance, and required capital projects. Third-party firms conduct a pre-survey, draft pilot study reports, and then create an FCA that will include a database to track anticipated projects and to track funded and completed projects as well.

The collected data from an FCA are inputs to a simple math equation that allow Facility Managers to predict and budget for immediate and future repairs with ease. The goal is to gather this data in one place for review via a single lens.

FCA data is typically delivered via individual reports using a detailed assessment methodology examining: site and infrastructure, exterior and building envelope, roof and rooftop systems, interior, mechanical / MEP systems, and other components of each building/site.

*Download the tip sheet to see in-depth graphs and charts which illustrate comprehensive steps, systems and services covered, and deliverables that are tied to the FCA process.

Tip: have a ranking system in place before the repair/replace list is compiled.

The repair/replace list will contain a mix of issues and priorities. Inevitably, it will contain more items than you can address with anticipated funding. A ranking system provides a means to prioritize the projects. Want additional information on creating a Capital Improvement Plan? We invite you to download our Tip Sheet below.